Steps to Create, Upload & Assign Tasks?

Create, Upload & Assign Tasks

URVA facilitates you with option to allocate task in bulk, hence multiple tasks can be assigned to multiple users in one go. This saves lot of time & effort. To create new Tasks Manually follow the steps mentioned below:

One by One create tasks:

  1. From URVA Home Page, go to Tasks under Operations.
  2. Now Pick an activity and Submit
  3. Click on +Tasks.
  4. Click One by One for creating tasks one by one.
  5. Now select a stage " Insert or mobile or Public"  to create a task.
  6. Under the Form tab, add the details that a user wants to edit. 
  7. Click on Submit under Closure.

Bulk Upload Tasks:

  1. Go to Tasks from the home page.
  2. Now Pick an activity and Submit it.
  3. Click on + Task and then click Bulk upload for creating multiple tasks via a file upload.
  4. Download the format in Excel by clicking on the Download template.
  5. Fill in the data and drop the file or UPLOAD it.

Assign tasks manually:

  1. From URVA home page, go to Tasks.
  2. Now Pick an activity, level, or territory and Submit it.
  3. Click on the check box against any of the tasks.
  4. Click Assign User from the top bar.
  5. Choose the user from the pop-up window.
  6. Click Submit and the task will be assigned to the user.

    • Related Articles

    • View, Edit, Filter Tasks on web

      Detailed view of a task in: It consists of full details of a particular task, which are filled by Mobile user. You can view detailed information which is filled in the task along with other information. Follow these steps: From URVA Home Page, go to  ...
    • Tasks movement/ actions performed on URVA web

      Move tasks/ approve tasks from one state to another : From URVA Home Page, click on the Tasks module under Operations. Choose the Task that is completed by the field user. You can choose the check mark icon against any of the tasks. Click on the ...
    • Scheduling a task

      There are two methods to schedule a task, web user can schedule a task from the web, and app user can do the same from within the URVA application. Let us know how to schedule the task. To schedule a task from office to user for future date, please ...
    • Export tasks in PDF

      Task can be exported in the form of PDF file for each task. Export tasks in PDF form: From URVA home page, go to Tasks under Operations Choose Activity from the list and Submit Over each task in FINISH state (it can be customized), there is an option ...
    • Change territory of the task/ move task from one territory to another

      URVA facilitates users with the option to change the territory of the task/Move task from one territory to another in one go. This saves a lot of time & effort. To change the territory of the task/ move a task from one territory to another, follow ...